Deploying Using Standard Credentials

Work-Relay's built-in deployment feature enables admins to migrate objects (processes, forms, actions) and their dependencies (e.g., subprocesses, versions) between Salesforce organizations.

This method of deployment uses the standard credentials authentication mechanism, which requires the target Salesforce Org credentials to be stored in the source Salesforce Org.

Deployment Procedure:

  • Select the desired items (process, form, action, action group) for migration (1) and click the "Deploy" button (2):
  • Within the Deployment Wizard, select the target environment (3), enter the appropriate user credentials (4) and click the "Next" button (5):
  • Check the items to be deployed (6), select necessary action (7, see the Deployment Actions section below) and click the "Deploy" button (8).
  • Deployment progress will be displayed until completed.
  • Upon deployment completion, review the results.
  • Upon successful deployment  the target organization will now contain all deployed objects, within their appropriate folder structure.

Deployment Actions

Object Does Not Exist in Target Organization

If the object (process, process version, form, form version, action, action group) does not exist in target organization, only the "Create" action will be available.

When deploying a Process for the first time, only the "Process" option maybe selected. Work-Relay will deploy the Process along with its Process Version, by default.

Upon successful deployment, the new object is added to the target organization, along with versions and other referenced objects.

Process versions are deployed in an Inactive status and must be Activated manually.

Object Exists in Target Organization

If an object already exists in the target organization, the user may choose between "Create" and "Overwrite" actions (9). Overwrite is suggested by default:

Create Action:

  • If "Create" is selected for a process, a new process will be deployed to the target organization, along with the process version.
  • If "Create" is selected for a process version, a new process version will be deployed to the target organization as an Inactive version of the existing process.
  • If "Create" is selected for a form, a new form gets deployed to the target organization along with the form versions.
  • If "Create" is selected for an action or action group, a new action/action group gets deployed to the target organization.

Overwrite Action:

  • If "Overwrite" is selected for a process, the existing process gets overwritten during deployment. If the process primary version exists in the target organization, it gets overwritten as well. If the process primary version in the target organization differs from the primary version in the source organization, the overwritten process version becomes primary.
  • If "Overwrite" is selected for a process version, the existing process version gets overwritten by the new version. If that process version was set as primary in the target organization, it will remain primary. If another version is set as primary in the source organization, then the overwritten version remains non-primary.
  • If "Overwrite" is selected for a form, the existing form gets overwritten by the new form.  Form versions will also be overwritten.
  • If "Overwrite" is selected for an action or action group, the existing action/action group gets overwritten.

Note: For processes, the "Overwrite" action is available only if the process has no process instances started in the target organization.

If the process version is active and process instances have been  started in the target organization, only the "Create" action will be available, for both the process and its versions.

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